Member Info for Monkey79p

It’s a good thing. Up to 34% of patients paying c$160 is better than 34% being on free access.

Tier 3 means that prior approval is needed by the physician but presumably oral irons would have already been tried so you would have thought asking Caremark to stump up $80 rather than going down the expensive IV route would be acceptable.

Also a tier 3 drug is more likely to become tier 2 drug than one with no coverage at all.

It’s also tier 3 with Kaiser Permanente (12.6 million members c5%) so now they will potentially be some remuneration for c80% of the entire market

I would say it’s hugely positive

Accrufer now a tier 3 medication with Caremark.

Caremark has a 34% market share by total Rx in 2020!!!!!

https://caremark.com/portal/asset/z6500_drug_list.pdf

Oh yeah!

It sounds like the plan is to rack up revenues then get royality finance.

Would be happy with this

What are peoples thoughts on how many of the 3900 prescriptions have payer coverage and what cost per subscription?

An interesting thread on STX's funding requirements

https://twitter.com/microbagman/status/1542113887633506307

Short interest up to 7.93%

It almost feels as if I'm missing something?!

Hopefully the institutions are just being lazy!

Day trade notice -FYI I actually averaged down and sold out at 84p for a 4% loss.

Over the years have traded BOO c10 times, up c250% .

The jury is out on you as to whether your a Scumbag - I'll ask your mum next time I meet her

But thanks for your concern.

Earth to peoplepower1 - where's your thank you speech for the biggest scumbag award?!

Readon 95, guessing your not allowed to hold positions in shares that your employer is shorting.

Maybe set up an account in your wife/husband name to do this. Oh sorry forgot no one would want to marry a scumbag like you - unlucky

Really?! LOL

Award for biggest simpleton goes to Calamari

LOL - yes they are definitely scum as well

Their mothers would be equally disgusted with them as well

God I’ve seen some nonsense on this forum – My fav is the 20p price prediction which is less than the Company’s net assets– i.e. the company is bankrupt!

Thought I would compile a list of Boo institutional shorters,:-

Name % Posts on Boo (number of posts)
• Peoplepower1 100% (5160)
• Kindness 100% (595)
• Southcoastbather 100% (2193)
• Cooler 100% (179)
• Volt-air 100% (6)
• Wibblewobble1 100% (10)
• Reardon95 97.5% (553)
• Jongle 100% (1448)
• PROP5 100% (3568)
• Smartie06 70% (490)
• DC2007 100% (945)

all posts with negative Boo sentiment, some subtle but still negative.

Peoplepower1 you win the prize for being the biggest scumbag!

Guys when you go to bed tonight, I want you to take a moment and question whether this is the sort of person you want to be in life – fully of negativity, trying to cause financial loss to others. You should be embarrassed of yourself.

My advice would be to change profession, maybe work as a checkout cashier – you will have the same monotony but at least some positive human interaction.

God I’ve seen some nonsense on this forum – My fav is the 20p price prediction which is less than the Company’s net assets– i.e. the company is bankrupt!

Thought I would compile a list of Boo institutional shorters,:-

Name % Posts on Boo (number of posts)
• Peoplepower1 100% (5160)
• Kindness 100% (595)
• Southcoastbather 100% (2193)
• Cooler 100% (179)
• Volt-air 100% (6)
• Wibblewobble1 100% (10)
• Reardon95 97.5% (553)
• Jongle 100% (1448)
• PROP5 100% (3568)
• Smartie06 70% (490)
• DC2007 100% (945)

all posts with negative Boo sentiment, some subtle but still negative.

Peoplepower1 you win the prize for being the biggest scumbag!

Guys when you go to bed tonight, I want you to take a moment and question whether this is the sort of person you want to be in life – fully of negativity, trying to cause financial loss to others. You should be embarrassed of yourself.

My advice would be to change profession, maybe work as a checkout cashier – you will have the same monotony but at least some positive human interaction.

God I’ve seen some nonsense on this forum – My fav is the 20p price prediction which is less than the Company’s net assets– i.e. the company is bankrupt!

Thought I would compile a list of Boo institutional shorters,:-

Name % Posts on Boo (number of posts)
• Peoplepower1 100% (5160)
• Kindness 100% (595)
• Southcoastbather 100% (2193)
• Cooler 100% (179)
• Volt-air 100% (6)
• Wibblewobble1 100% (10)
• Reardon95 97.5% (553)
• Jongle 100% (1448)
• PROP5 100% (3568)
• Smartie06 70% (490)
• DC2007 100% (945)

all posts with negative Boo sentiment, some subtle but still negative.

Peoplepower1 you win the prize for being the biggest scumbag!

Guys when you go to bed tonight, I want you to take a moment and question whether this is the sort of person you want to be in life – fully of negativity, trying to cause financial loss to others. You should be embarrassed of yourself.

My advice would be to change profession, maybe work as a checkout cashier – you will have the same monotony but at least some positive human interaction.

current price is insane

Current market cap is £690m

Ignoring intangible assets - net assets are £330m

Therefore strip out assets the market cap is £360m

Market pricing BOO to go bust

2021 EBITDA was £125m

Correction current price is F***G INSANE

IG '97% of client accounts are long on this market '

I've recently started a position at 102p, from what I can see there's very little downside here.

FY2022 - adjusted EBITDA will be c£130m depreciation/Amortization c£30m so £100m PBT so trading at 12times PBT. Asos FY22 PBT is expected £110-£140 so say £125m therefore trading at 16 times.

Or Boo is trading at only 9 times EBITDA

In terms of missing revenue growth - Non UK revenue for FY 21 was £800m. FY 2022 non UK revenue is estimated to be £780m. Assuming that supply lines had not been disrupted and non UK growth was 10% then the overall group growth would be c18%growth.

In any event 13% growth is hardly bad. The markets are pricing BOO not to growth!